See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,867 | $88,707-95.6% | $74,183-94.8% | $273,961-98.6% |
| Participation rate | 94.1% | 79.4%+14.7pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 7.17% | 11.94%-4.8pp | 17.74%-10.6pp | 41.45%-34.3pp |
| Employer contribution / active EE | $761 | $3,159-75.9% | $2,370-67.9% | $4,869-84.4% |
| Participant deferral / active EE | $1,294 | $4,212-69.3% | $3,550-63.6% | $5,287-75.5% |
| Admin fee / account holder | $185 | $8,717-97.9% | $5,586-96.7% | $10,132-98.2% |